IFPG
KHPI

Intrepid Financial Planning Group’s Kensington Hedged Premium Income ETF KHPI Stock Holding History

Intrepid Financial Planning Group’s Portfolio KHPI Stock Details KHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Sell
59,446
-711
-1% -$18.3K 0.52% 42
2026
Q1 		$1.46M Buy
60,157
+514
+0.9% +$13.1K 0.59% 41
2025
Q4 		$1.53M Buy
59,643
+1,502
+3% +$38.9K 0.58% 42
2025
Q3 		$1.48M Sell
58,141
-523
-0.9% -$13.4K 0.57% 45
2025
Q2 		$1.48M Sell
58,664
-1,036
-2% -$25.2K 0.62% 41
2025
Q1 		$1.43M Buy
59,700
+144
+0.2% +$3.63K 0.66% 38
2024
Q4 		$1.5M Buy
+59,556
New +$1.52M 0.64% 39

Other funds holding KHPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Intrepid Financial Planning Group's KHPI Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Kensington Hedged Premium Income ETF (KHPI) stake by 1.2% in Q2 2026, selling an estimated $18.3K and leaving 59,446 shares worth $1.53M. The position accounts for 0.52% of the portfolio, ranked #42.

Intrepid Financial Planning Group first reported a position in KHPI in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold KHPI as of Q2 2026.

  • Intrepid Financial Planning Group held 59,446 shares of Kensington Hedged Premium Income ETF worth $1.53M as of Q2 2026.
  • Intrepid Financial Planning Group sold 711 Kensington Hedged Premium Income ETF shares in Q2 2026, an estimated $18.3K.
  • Kensington Hedged Premium Income ETF made up 0.52% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #42 holding.
  • Intrepid Financial Planning Group first reported a position in Kensington Hedged Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Kensington Hedged Premium Income ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.